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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,233 | $160,070-86.7% | $147,117-85.6% | $145,897-85.4% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 19.71% | 98.69%-79.0pp | 420.54%-400.8pp | 552.29%-532.6pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $16,601 | $8,419+97.2% | $8,065+105.8% | $6,689+148.2% |
| Admin fee / account holder | $4,467 | $15,035-70.3% | $12,993-65.6% | $13,390-66.6% |